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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2401
Activest Wealth Management
Florida
$65.2K +$2.23K +10 +3%
BFS
2402
Burkett Financial Services
South Carolina
$65.1K – – –
OW
2403
Olistico Wealth
Oklahoma
$64.9K – – –
PF
2404
PlanVest Financial
Maryland
$64.9K – – –
PS
2405
Planning Strategies
Pennsylvania
$64.3K +$66.1K +297 New
AIM
2406
Axiom Investment Management
New York
$63.4K -$1.11K -5 -2%
CIAM
2407
Caitong International Asset Management
Hong Kong
$63.4K +$63.9K +287 +4,783%
MLA
2408
MB, Levis & Associates
Pennsylvania
$62.8K – – –
GCM
2409
Gunpowder Capital Management
Maryland
$62.8K – – –
MAM
2410
Meeder Asset Management
Ohio
$62.8K +$12K +54 +23%
CWP
2411
Concord Wealth Partners
Virginia
$62.1K +$63.9K +287 New
MUMSS
2412
Mitsubishi UFJ Morgan Stanley Securities
Japan
$61.7K -$151K -680 -70%
AWM
2413
Abound Wealth Management
Tennessee
$61.4K -$21.6K -97 -26%
CWM
2414
Cranbrook Wealth Management
Michigan
$61K – – –
CFM
2415
Cornerstone Financial Management
Massachusetts
$61K +$10.5K +47 +20%
CPG
2416
Cornerstone Planning Group
New Jersey
$60.5K -$5.34K -24 -8%
FC
2417
Fairscale Capital
New Hampshire
$60.4K – – –
HIW
2418
Holos Integrated Wealth
Pennsylvania
$60.2K – – –
CIA
2419
Cape Investment Advisory
Georgia
$58.9K +$60.5K +272 New
SWAG
2420
Spectrum Wealth Advisory Group
California
$58.9K +$60.5K +272 New
WPA
2421
West Paces Advisors
Georgia
$58.2K +$59.8K +269 New
CBT
2422
Crews Bank & Trust
Florida
$57.8K -$22.2K -100 -27%
HNW
2423
High Note Wealth
Minnesota
$57.4K -$15.4K -69 -21%
ACA
2424
American Capital Advisory
Idaho
$57.4K +$9.12K +41 +18%
CTB
2425
Country Trust Bank
Illinois
$55.8K +$6.01K +27 +12%
95 96
97
98 99